Quantum Tax Saving Direct
Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
S&P BSE TRI-Sensex
Scheme AUM (in Crs.)
₹ 72.01
Expense Ratio
1.29%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 1287
Min Subscription
₹ -1
Min Addition Subscription
₹ -1
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
02 Dec 2005
Sponsor
NA
Email
info@quantumamc.com
Phone
022 - 61447800
Address
505, 5th Floor, Regent Chambers,Nariman Point,, Mumbai - 400021
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
No Exit load, if redeemed after 0 years.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The investment objective of the Scheme is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the S&P BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.
Suitability
This product is suitable for investors who are seeking
• Long term capital appreciation
• Investments in equity and equity related securities of companies in S&P BSE 200 index and to save tax u/s 80 C of the Income Tax Act. Investments in this product are subject to lock in period of 3 years.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,965
Portfolio Value
₹-35
Total Returns
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